Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 41 W RIVERSIDE, SUITE 500 · SPOKANE, WA 99201 | Investment Management | $42,851 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0140847 PO BOX 1914 · BISMARCK, ND 58502 | Accounting | $15,580 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 42-1612198 P.O. BOX 1890 · SPOKANE VALLEY, WA 99037 | Recordkeeping | $12,145 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 91-1413616 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,195 | $51,092+37.4% | $76,735-8.5% | $79,634-11.9% |
| Participation rate | 30.4% | 50.2%-19.8pp | 69.5%-39.1pp | 62.5%-32.0pp |
| Annual return | 15.63% | 18.04%-2.4pp | 29.77%-14.1pp | 36.46%-20.8pp |
| Employer contribution / active EE | $694 | $1,519-54.3% | $2,454-71.7% | $2,529-72.6% |
| Participant deferral / active EE | $1,820 | $2,529-28.1% | $4,088-55.5% | $3,835-52.5% |
| Admin fee / account holder | $209 | $1,865-88.8% | $7,189-97.1% | $1,002-79.2% |